Strategic Planning

Most small and medium-sized businesses have a direction. What they lack is the order: which move first, funded how, at what risk, and how they will know early enough that something is going wrong.

Strategic planning is not a document that goes into a drawer. It is the decision about where and how you are going, translated into actions with a timetable, figures and checkpoints.

How we work

01
Diagnosis of the current position
What the business does today, and under which strategy, stated or unstated. Analysis of the internal and external environment.
02
Competitive position and value proposition
Where you stand against competitors, what you promise the customer, and whether the sales mix serves that promise.
03
Choosing the strategy
A direction aligned with the vision, the objectives and the actual current position, with a viability assessment for each alternative.
04
Business plan
Objectives, actions, timetable and financial projections, in a form that stands up to bank scrutiny.
05
Monitoring execution
Regular review of progress and adjustment when the market requires it.

Also as standalone analyses

A full strategic planning engagement is not required to answer a specific question. We take on separately:

  • Cost and profitability. Recording and measuring total cost by product, service or customer, so that pricing decisions have a basis.
  • Viability assessment. For a new or existing business, and for an individual project before capital is committed.

When the diagnosis shows that the obstacle is not the strategy but the way it is executed, or the absence of reliable figures, we say so and proceed accordingly, with operational redesign or with automated management reporting.

Would you like to discuss where your business stands and what makes sense to do first? Contact us.